Difference between revisions of "Request Details Form Designer"

Revision as of 00:20, 13 October 2017

Home > Service Manager > Request Details Form Designer

Introduction

On each request form the Details section can be configured using the Request Details Form Designer to manage the available fields within this section. This includes the ability to manage the existing fields, plus allowing you to add custom fields. To access the form designer, the logged in user must have the Form Designer role associated to their account.

Tool Bar Options

Across the top of the Editor there are some options to manage your editing session.

Cancel

Cancels your current editing and returns you to the previous screen without saving any changes

Revert Back

Reverts all changes made during the current edit to its previous state, and you remain within the editor

Restore Defaults

Restores all the fields and settings back to the original or default state that was provided at the time of your Service Manager installation

Apply Changes

Any changes made during your edit will be saved and available for use.

+ (Add Custom Fields)

By clicking on the + button you can add Custom Fields to your form

Default Fields

Summary
Description
Image
Source
Site
Category
External Reference

Field Properties

Show field when blank
RegEx Expression Validation

Custom Fields

Field Types

@@ Line 34: / Line 34: @@
 :: Any changes made during your edit will be saved and available for use.
 :* '''+''' (Add Custom Fields)
-:: By clicking on the + sign you can add Custom Fields to your form
+:: By clicking on the + button you can add Custom Fields to your form
 == Default Fields ==